Job Title: Administrative Assistant (Operations Support)

Company Profile: Virtual Accounting Firm

Remote: Yes - 100% remote (Central Time Zone Located in US)

Role Summary: Build client-facing administrative workflows including onboarding, renewals, scheduling, documentation coordination & collections ensuring consistency, follow through & clear communication amongst the organization & clients

Reports To: Operations Manager

Compensation: Up to $55k base

We're a privately owned virtual accounting firm that works with small business owners & high income individual earners to manage their accounting needs & tax returns. A growing 15+ employee firm where we've fully embraced the remote environment since covid & thriving.

We're currently in a growth phase, expanding from 160 to 250+ clients and building our infrastructure intentionally. We’re not looking for someone to “just help.” We’re looking for someone who wants to build with us.

If you’re energized by systems, structure, client service, and growth — and you take pride in doing things well — we would love to hear from you.

Responsibilities

• Serving as the front-line contact for administrative client communication
• Answering and routing inbound calls professionally
• Following up with unresponsive clients
• Executing onboarding and offboarding processes
• Managing tax planning calendar scheduling and coordination
• Monitoring signed return status and coordinating final client copies
• Processing quarterly contract renewals
• Executing collections workflows (reminders, calls, account holds)
• Maintaining accurate client records across systems
• Comfortable handling sensitive financial information with discretion and professionalism
• Updating and managing workflows in Karbon and related platforms
• Compiling monthly operational statistics
• Operating across multiple systems daily and becoming fluent in how they connect

Qualifications

• 2+ years of remote administrative experience
• Likes organizing & creating order from complexity
• Exceptional attention to detail & strong follow-through
• Communicates clearly, professionally, and confidently
• Takes ownership of their responsibilities without waiting to be prompted

Compensation & Benefits

• Base salary up to $55k
• Health benefits
• PTO
• Paid holidays & Birthday off
• 401(k) participation
• Company laptop and required equipment provided
• Fully remote work environment

If you're interested to apply, please submit your application or email me directly at kyle.westhorpe@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/